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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,828 | $129,737+26.3% | $119,126+37.5% | $154,746+5.9% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 20.90% | 379.08%-358.2pp | 282.11%-261.2pp | 172.34%-151.4pp |
| Employer contribution / active EE | $972 | $4,375-77.8% | $4,034-75.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,176 | $5,842-79.9% | $5,318-77.9% | $6,730-82.5% |
| Admin fee / account holder | $35,057 | $11,961+193.1% | $10,693+227.8% | $14,365+144.0% |